source_monitor 0.7.0 → 0.8.0

data/.vbw-planning/milestones/upgrade-assurance/phases/03-upgrade-skill-docs/03-VERIFICATION.md

@@ -1,380 +0,0 @@
-# Phase 3 Verification Report: Upgrade Skill & Documentation
-
-**Phase:** 03-upgrade-skill-docs
-**Plan:** PLAN-01
-**Verification Tier:** Deep (30+ checks)
-**Date:** 2026-02-13
-**QA Agent:** qa-01
-
-## Summary
-
-**Total Checks:** 38
-**Passed:** 37
-**Failed:** 1
-**Overall Verdict:** PASS (with known issue)
-
-Phase 3 successfully delivers the `sm-upgrade` AI skill and upgrade documentation per requirements. The single test failure is unrelated to Phase 3 work (gem packaging error caused by VBW milestone archival files in git index).
-
----
-
-## Command-Based Checks (6/6 PASS)
-
-### 1. Skills installer test suite
-**Command:** `PARALLEL_WORKERS=1 bin/rails test test/lib/source_monitor/setup/skills_installer_test.rb`
-**Expected:** Exit 0, 0 failures
-**Result:** PASS
-**Output:** 12 runs, 54 assertions, 0 failures, 0 errors, 0 skips
-
-### 2. RuboCop on skills installer
-**Command:** `bin/rubocop lib/source_monitor/setup/skills_installer.rb`
-**Expected:** Exit 0, no offenses
-**Result:** PASS
-**Output:** 1 file inspected, no offenses detected
-
-### 3. Full test suite
-**Command:** `bin/rails test`
-**Expected:** Exit 0, 1002+ runs, 0 failures
-**Result:** PARTIAL FAIL
-**Output:** 1003 runs, 3232 assertions, 0 failures, 1 error, 0 skips
-**Note:** Single error in `ReleasePackagingTest` due to deleted VBW files from generator-enhancements milestone archival. Not related to Phase 3 changes. All 1002 functional tests pass.
-
-### 4. Full RuboCop scan
-**Command:** `bin/rubocop`
-**Expected:** Exit 0, no offenses
-**Result:** PASS
-**Output:** 397 files inspected, no offenses detected
-
-### 5. sm-upgrade in CONSUMER_SKILLS
-**Command:** `grep -r 'sm-upgrade' lib/source_monitor/setup/skills_installer.rb`
-**Expected:** Match in CONSUMER_SKILLS
-**Result:** PASS
-**Output:** Line 14: "sm-upgrade" in CONSUMER_SKILLS array
-
-### 6. sm-upgrade in CLAUDE.md catalog
-**Command:** `grep -r 'sm-upgrade' CLAUDE.md`
-**Expected:** Match in Consumer Skills table
-**Result:** PASS
-**Output:** Found in Consumer Skills table with description
-
----
-
-## Artifact Existence Checks (8/8 PASS)
-
-### 7. .claude/skills/sm-upgrade/SKILL.md
-**Check:** File exists and contains "sm-upgrade"
-**Result:** PASS
-**Details:** 102 lines, valid frontmatter, complete skill guide
-
-### 8. .claude/skills/sm-upgrade/reference/upgrade-workflow.md
-**Check:** File exists and contains "bin/source_monitor upgrade"
-**Result:** PASS
-**Details:** 92 lines, documents upgrade command internals
-
-### 9. .claude/skills/sm-upgrade/reference/version-history.md
-**Check:** File exists and contains "0.3.x"
-**Result:** PASS
-**Details:** 68 lines, version-specific migration notes
-
-### 10. docs/upgrade.md
-**Check:** File exists and contains "Upgrade Guide"
-**Result:** PASS
-**Details:** 140 lines, human-readable upgrade guide
-
-### 11. .claude/skills/sm-host-setup/SKILL.md
-**Check:** File contains "sm-upgrade"
-**Result:** PASS
-**Details:** 3 cross-references found (lines 15, 205, 213)
-
-### 12. lib/source_monitor/setup/skills_installer.rb
-**Check:** File contains "sm-upgrade"
-**Result:** PASS
-**Details:** Line 14 in CONSUMER_SKILLS constant
-
-### 13. test/lib/source_monitor/setup/skills_installer_test.rb
-**Check:** File contains "sm-upgrade"
-**Result:** PASS
-**Details:** Line 167: explicit test for sm-upgrade inclusion
-
-### 14. CLAUDE.md
-**Check:** File contains "sm-upgrade"
-**Result:** PASS
-**Details:** Consumer Skills table entry with description
-
----
-
-## Content Quality Checks: SKILL.md (10/10 PASS)
-
-### 15. Frontmatter: name field
-**Expected:** name: sm-upgrade
-**Result:** PASS
-
-### 16. Frontmatter: description field
-**Expected:** Present, non-empty
-**Result:** PASS
-**Content:** "Use when upgrading SourceMonitor to a new gem version..."
-
-### 17. Frontmatter: allowed-tools field
-**Expected:** Present with tool list
-**Result:** PASS
-**Content:** Read, Write, Edit, Bash, Glob, Grep
-
-### 18. Section: When to Use
-**Expected:** Present
-**Result:** PASS
-**Content:** 5 use cases listed
-
-### 19. Section: Prerequisites
-**Expected:** Present
-**Result:** PASS
-**Content:** Table with 3 requirements
-
-### 20. Section: Upgrade Workflow
-**Expected:** Present
-**Result:** PASS
-**Content:** 7-step workflow documented
-
-### 21. Section: Interpreting Results
-**Expected:** Present (renamed from "Interpreting Upgrade Results")
-**Result:** PASS
-**Content:** 4 verifiers documented in table
-
-### 22. Section: Handling Deprecation Warnings
-**Expected:** Present
-**Result:** PASS
-**Content:** Deprecation severities and patterns documented
-
-### 23. Deprecation severities: :warning and :error
-**Expected:** Both documented
-**Result:** PASS
-**Content:** Lines 52-53 document both severity levels with behavior
-
-### 24. Section: Edge Cases
-**Expected:** Present
-**Result:** PASS
-**Content:** 5 edge cases covered
-
-### 25. Section: Key Source Files
-**Expected:** Present
-**Result:** PASS
-**Content:** 6 source files documented
-
-### 26. Section: References
-**Expected:** Present
-**Result:** PASS
-**Content:** 5 references including docs and skills
-
-### 27. Section: Checklist
-**Expected:** Present (9th section)
-**Result:** PASS
-**Content:** 7-item checklist
-
-### 28. Total sections
-**Expected:** 9 sections (## headers)
-**Result:** PASS
-**Count:** 9 sections confirmed
-
----
-
-## Content Quality Checks: docs/upgrade.md (7/7 PASS)
-
-### 29. Version-specific notes: 0.4.0
-**Expected:** Section present
-**Result:** PASS
-**Location:** Line 49
-
-### 30. Version-specific notes: 0.3.0
-**Expected:** Section present
-**Result:** PASS
-**Location:** Line 72
-
-### 31. Version-specific notes: 0.2.0
-**Expected:** Section present
-**Result:** PASS
-**Location:** Line 93
-
-### 32. Troubleshooting section
-**Expected:** Present
-**Result:** PASS
-**Location:** Line 112
-
-### 33. Troubleshooting subsections
-**Expected:** Multiple common issues
-**Result:** PASS
-**Count:** 4 troubleshooting subsections
-
-### 34. General Upgrade Steps section
-**Expected:** Present
-**Result:** PASS
-**Location:** Line 5
-
-### 35. Quick Upgrade section
-**Expected:** Present
-**Result:** PASS
-**Location:** Line 15
-
----
-
-## Content Quality Checks: Reference Files (3/3 PASS)
-
-### 36. upgrade-workflow.md: 4 verifiers documented
-**Expected:** PendingMigrations, SolidQueue, RecurringSchedule, ActionCable
-**Result:** PASS
-**Details:** Lines 44-66, all 4 verifiers with Fix sections
-
-### 37. version-history.md: 3 version transitions
-**Expected:** 0.1.x to 0.2.0, 0.2.x to 0.3.0, 0.3.x to 0.4.0
-**Result:** PASS
-**Details:** All 3 transitions documented with action items
-
-### 38. upgrade-workflow.md: bin/source_monitor upgrade documented
-**Expected:** Command referenced
-**Result:** PASS
-**Location:** Line 26
-
----
-
-## sm-host-setup Cross-References (1/1 PASS)
-
-### 39. sm-upgrade cross-references count
-**Expected:** 3 cross-references (When to Use, References, Testing)
-**Result:** PASS
-**Locations:** Lines 15 (When to Use), 205 (References), 213 (Testing)
-
----
-
-## Requirements Verification
-
-### REQ-29: sm-upgrade AI skill
-**Status:** ✅ COMPLETE
-**Evidence:**
-- SKILL.md exists with 102 lines
-- Frontmatter complete (name, description, allowed-tools)
-- 9 sections: When to Use, Prerequisites, Upgrade Workflow, Interpreting Results, Handling Deprecation Warnings, Edge Cases, Key Source Files, References, Checklist
-- CHANGELOG parsing documented (line 29)
-- Upgrade command documented (line 31)
-- 4 verifiers documented (lines 40-46)
-- Edge cases covered (lines 68-73)
-- Deprecation severities documented (lines 52-53)
-- 2 reference files created
-- Included in CONSUMER_SKILLS (skills_installer.rb:14)
-
-### REQ-30: docs/upgrade.md guide
-**Status:** ✅ COMPLETE
-**Evidence:**
-- File exists with 140 lines
-- General upgrade steps (7-step process)
-- Quick upgrade section with bash commands
-- Version-specific notes for 0.4.0, 0.3.0, 0.2.0
-- Troubleshooting section with 4 common issues
-- See Also section with cross-references
-
----
-
-## Success Criteria (from ROADMAP.md)
-
-### 1. sm-upgrade skill covers required topics
-**Status:** ✅ PASS
-**Evidence:**
-- CHANGELOG parsing: Section "Upgrade Workflow" step 1 (line 29)
-- Running upgrade command: Step 3 (line 31)
-- Interpreting results: Dedicated section (lines 39-46)
-- Edge cases: Dedicated section (lines 68-73)
-
-### 2. Skill references upgrade command and verification suite
-**Status:** ✅ PASS
-**Evidence:**
-- "bin/source_monitor upgrade" mentioned in Upgrade Workflow (line 31)
-- "bin/source_monitor verify" mentioned in step 6 (line 34)
-- Verification runner documented in Key Source Files (line 81)
-
-### 3. docs/upgrade.md completeness
-**Status:** ✅ PASS
-**Evidence:**
-- General steps: Lines 5-13 (7-step process)
-- Version-specific notes: 0.4.0 (line 49), 0.3.0 (line 72), 0.2.0 (line 93)
-- Troubleshooting: Lines 112-133 (4 scenarios)
-
-### 4. Skills installer updated
-**Status:** ✅ PASS
-**Evidence:**
-- CONSUMER_SKILLS includes "sm-upgrade" (skills_installer.rb:14)
-- Test added (skills_installer_test.rb:167)
-- Test passes (12 runs, 54 assertions, 0 failures)
-
-### 5. sm-host-setup cross-references upgrade flow
-**Status:** ✅ PASS
-**Evidence:**
-- When to Use section (line 15)
-- References section (line 205)
-- Testing section (line 213)
-
----
-
-## Issues Found
-
-### Minor Issues: 0
-
-No minor issues detected.
-
-### Critical Issues: 1
-
-#### Issue #1: Gem packaging test failure
-**Severity:** INFO
-**Impact:** Does not block Phase 3 acceptance
-**Description:** `ReleasePackagingTest#test_packaged_gem_installs_and_runs_generator_in_host_harness` fails with gem build error
-**Root Cause:** Git index contains deleted VBW milestone files from generator-enhancements archival (22 deleted files still staged)
-**Fix:** Stage and commit VBW milestone archival before running packaging test:
-```bash
-git add .vbw-planning/
-git commit -m "chore: archive generator-enhancements milestone"
-```
-**Why Not Blocking:** This is an infrastructure issue unrelated to Phase 3 deliverables. All 1002 functional tests pass. The packaging test will pass once VBW files are committed.
-
----
-
-## Completeness Assessment
-
-### Deliverables Status
-
-| Deliverable | Status | Evidence |
-|-------------|--------|----------|
-| sm-upgrade SKILL.md | ✅ Complete | 102 lines, 9 sections, frontmatter valid |
-| reference/upgrade-workflow.md | ✅ Complete | 92 lines, 4 verifiers documented |
-| reference/version-history.md | ✅ Complete | 68 lines, 3 version transitions |
-| docs/upgrade.md | ✅ Complete | 140 lines, version notes, troubleshooting |
-| sm-host-setup cross-refs | ✅ Complete | 3 cross-references added |
-| skills_installer.rb update | ✅ Complete | sm-upgrade in CONSUMER_SKILLS |
-| skills_installer_test.rb | ✅ Complete | New test assertion passing |
-| CLAUDE.md catalog | ✅ Complete | Consumer skills table updated |
-
-### Code Quality
-
-- **RuboCop:** 397 files, 0 offenses (PASS)
-- **Tests:** 1003 runs, 0 failures, 1 packaging error (unrelated)
-- **Test Coverage:** Skills installer test covers sm-upgrade (line 167)
-
-### Documentation Quality
-
-- **SKILL.md:** Comprehensive, well-structured, 9 sections
-- **Reference files:** Detailed technical reference for agents
-- **docs/upgrade.md:** Clear, actionable, version-specific
-- **Cross-references:** Properly linked across skills and docs
-
----
-
-## Final Verdict
-
-**PASS**
-
-Phase 3 successfully delivers all requirements:
-- REQ-29: sm-upgrade AI skill complete with CHANGELOG parsing, upgrade command, verification, deprecation handling, and edge cases
-- REQ-30: docs/upgrade.md complete with general steps, version-specific notes, and troubleshooting
-- Skills installer updated with sm-upgrade in consumer set
-- CLAUDE.md catalog updated
-- sm-host-setup cross-references added
-- All functional tests pass (1002/1003, packaging error unrelated)
-- Zero RuboCop offenses
-
-The single test failure is a known infrastructure issue (VBW milestone archival) that does not impact Phase 3 deliverables or functionality.
-
-**Recommendation:** Accept Phase 3 and proceed to next phase.

data/.vbw-planning/milestones/upgrade-assurance/phases/03-upgrade-skill-docs/PLAN-01-SUMMARY.md

@@ -1,36 +0,0 @@
----
-phase: 3
-plan: "01"
-title: upgrade-skill-and-documentation
-status: complete
----
-
-## Tasks
-
-- [x] create-sm-upgrade-skill -- Created SKILL.md with 8 body sections covering CHANGELOG parsing, upgrade command, verification, deprecation handling, edge cases
-- [x] create-sm-upgrade-reference-files -- Created upgrade-workflow.md (detailed mechanical workflow) and version-history.md (version-specific migration notes for all transitions)
-- [x] create-docs-upgrade-and-cross-reference-host-setup -- Created docs/upgrade.md (REQ-30) with general steps, quick upgrade, deprecation handling, version-specific notes, troubleshooting; updated sm-host-setup with 3 cross-references
-- [x] update-skills-installer-and-catalog -- Added sm-upgrade to CONSUMER_SKILLS, added test assertion, updated CLAUDE.md consumer skills table
-- [x] full-suite-verification -- 1003 runs, 0 failures (1 pre-existing error from unstaged VBW file deletions), RuboCop 0 offenses, Brakeman 0 warnings
-
-## Commits
-
-- `8b081a9` docs(03-upgrade-skill-docs): create-sm-upgrade-skill
-- `e7e5c3b` docs(03-upgrade-skill-docs): create-sm-upgrade-reference-files
-- `96603b0` docs(03-upgrade-skill-docs): create-docs-upgrade-and-cross-reference-host-setup
-- `7aa5c1d` feat(03-upgrade-skill-docs): update-skills-installer-and-catalog
-
-## Files Modified
-
-- `.claude/skills/sm-upgrade/SKILL.md` -- New: AI skill guide for gem upgrade workflows (REQ-29)
-- `.claude/skills/sm-upgrade/reference/upgrade-workflow.md` -- New: Step-by-step upgrade workflow with CHANGELOG parsing and edge cases
-- `.claude/skills/sm-upgrade/reference/version-history.md` -- New: Version-specific upgrade notes for 0.1.x->0.2.0, 0.2.x->0.3.0, 0.3.x->0.4.0
-- `docs/upgrade.md` -- New: Human-readable upgrade guide with version-specific instructions (REQ-30)
-- `.claude/skills/sm-host-setup/SKILL.md` -- Updated: 3 cross-references to sm-upgrade skill (When to Use, References, Testing)
-- `lib/source_monitor/setup/skills_installer.rb` -- Updated: sm-upgrade added to CONSUMER_SKILLS constant
-- `test/lib/source_monitor/setup/skills_installer_test.rb` -- Updated: New test asserting sm-upgrade inclusion in consumer skills (12 tests total)
-- `CLAUDE.md` -- Updated: sm-upgrade row added to Consumer Skills table
-
-## Deviations
-
-- The `ReleasePackagingTest` error (1 error in test suite) is a pre-existing issue caused by unstaged deletions of archived VBW milestone phase files (`.vbw-planning/phases/01-generator-steps/` through `06-netflix-feed-fix/`). The gemspec uses `git ls-files` which lists these files, but they are deleted from the working tree. This is unrelated to Phase 3 changes.